Perpetual’s managed funds invest in all major asset classes – shares, fixed income, cash and property. We have developed a strong reputation for delivering consistent results over the long term. Perpetual’s principles and processes are deeply ingrained in every member of the team, and they are totally focused on producing the best outcomes for you.
For the second year running, Perpetual Investments has been named Australian Fund Manager of the Year by Morningstar in the Morningstar Awards 2014.
The Morningstar Australian Fund Manager of the Year represents the Australian fund manager that, in Morningstar's opinion, has achieved the highest level of funds management excellence.
See more information on the awards we received.
Key features of our funds
- No initial contribution fee on many of our managed funds when you invest directly with Perpetual*.
- Easily manage your investments with features such as online access, regular savings plans and auto-rebalancing or by using our investment administration service.
- Our choice of managed funds offers access to all major asset classes, managed by Perpetual and other leading investment managers.
Investment products at a glance
|Minimum investment||Description View all managed funds|
|Perpetual Wholesale Funds|
|Perpetual WealthFocus Platform|
Perpetual WealthFocus Investment Advantage
Perpetual WealthFocus Wholesale Investment Advantage
|Perpetual Select Investment Funds|
|Perpetual Cash Management Fund|
|Perpetual Protected Investments||More Info|
Our structured products are only available through a financial adviser. If you have any questions we recommend you speak to your financial adviser.
|Perpetual Portfolio Administration Service||More Info|
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See information on our other products.
*Where an an initial contribution fee is payable on managed funds, investors who invest directly with Perpetual receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited or another Perpetual company.